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Mount Yale Investment Advisors’s United Community Banks UCB Stock Holding History

Mount Yale Investment Advisors’s Portfolio UCB Stock Details UCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,440
Closed -$113K – 803
2018
Q3 		$113K Buy
4,440
+827
+23% +$25.1K 0.02% 402
2018
Q2 		$111K Hold
3,613
– – 0.02% 428
2018
Q1 		$114K Buy
+3,613
New +$113K 0.02% 419

Other funds holding UCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Mount Yale Investment Advisors's UCB Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of United Community Banks (UCB) in Q4 2018, closing a stake of 4,440 shares — an estimated $113K sold.

Mount Yale Investment Advisors first reported a position in UCB in Q1 2018 and held it in 3 quarters. The position peaked at $114K in Q1 2018. 226 funds tracked by Wall St. Rank hold UCB as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining United Community Banks position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 4,440 United Community Banks shares in Q4 2018, an estimated $113K.
  • Mount Yale Investment Advisors first reported a position in United Community Banks in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's United Community Banks position peaked at $114K in Q1 2018.
  • 226 funds tracked by Wall St. Rank held United Community Banks as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.